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Estate and Legacy Planning
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Passing on a Retirement Account
- November 17, 2020
- Posted by: Becca Mack
- Categories: Estate and Legacy Planning, Retirement Planning, Tax Strategies
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Beneficiary Designations: The Most Overlooked Area in Estate Planning
- August 17, 2020
- Posted by: Becca Mack
- Categories: Estate and Legacy Planning, Featured
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Do You Need an Estate Plan? Essential Documents Everyone Needs
- August 7, 2020
- Posted by: Becca Mack
- Categories: Estate and Legacy Planning, Featured
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Beneficiary Designations: The Most Overlooked Area in Estate Planning
- August 6, 2020
- Posted by: Becca Mack
- Category: Estate and Legacy Planning
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Are Your Beneficiary Designations Up-to-Date?
- October 10, 2018
- Posted by: Caitlin Gulling
- Category: Estate and Legacy Planning
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Strategies for Dealing with Your Possessions Upon Downsizing
- September 5, 2018
- Posted by: Caitlin Gulling
- Category: Estate and Legacy Planning
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Take Care in Writing Beneficiary Designations
- July 12, 2018
- Posted by: Caitlin Gulling
- Category: Estate and Legacy Planning
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What Are the Critical Components of an Estate Plan?
- November 30, 2016
- Posted by: Caitlin Gulling
- Category: Estate and Legacy Planning
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Do You Have a Missing Estate Plan?
- October 6, 2016
- Posted by: Caitlin Gulling
- Category: Estate and Legacy Planning
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The Importance of Having a Will
- May 6, 2016
- Posted by: Caitlin Gulling
- Category: Estate and Legacy Planning
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An Executor Checklist for Settling Affairs
- March 30, 2016
- Posted by: Caitlin Gulling
- Category: Estate and Legacy Planning
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Interview: Elder Law Attorney Monica Franklin
- February 9, 2016
- Posted by: Caitlin Gulling
- Category: Estate and Legacy Planning
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When To Update Your Legal Documents
- January 27, 2016
- Posted by: Caitlin Gulling
- Category: Estate and Legacy Planning
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Take Inventory with a Vital Records Worksheet
- January 8, 2016
- Posted by: Caitlin Gulling
- Category: Estate and Legacy Planning
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Customized Forms Can Benefit Beneficiaries
- November 25, 2015
- Posted by: Caitlin Gulling
- Categories: Estate and Legacy Planning, Financial Planning, IRA's, 401(k)'s, and Retirement Accounts
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Protecting Your Financial & Legal Documents
- August 11, 2014
- Posted by: Caitlin Gulling
- Category: Estate and Legacy Planning
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Are Your Beneficiary Designations Up to Date?
- February 12, 2013
- Posted by: Caitlin Gulling
- Category: Estate and Legacy Planning